How To Plan For Your Ideal Retirement

Details

Event Overview

Taking the next step in life is exciting, but it can also feel incredibly overwhelming. Between deciding on your next move, selling your house, decluttering, navigating contracts, finalising your will & estate planning, it can be a lot to manage. 

But we’re here to help! Join us for an informative and insightful event with an independent panel of legal, financial & downsizing experts who will help you design the perfect roadmap to navigate the ideal retirement lifestyle for you.  

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Michael Jacobs from Mackinnon Jacobs Lawyers is a solicitor specialising in probate law and will discuss the benefits of retirement living and how to understand and navigate the different contract types you may encounter when considering retirement living. 

Joining Michael on the panel is Matthew Jefferies and Harman Dhillon from Moneylab, expert financial planners who will reveal their top 5 finance strategies to ensure you live a retirement full of abundance, wealth, and financial security. 

And finally, Annette Simpson-Rial, Relocation Consultant from Classic Moves and Abbey’s Auctions will cover everything you need to know about downsizing, revealing all her insider tips & techniques to make your move as smooth as possible. 

This brilliant panel event will be hosted by Dale Singleton and the friendly team at Waverley Country Club. Morning tea will be provided. 

Date: Wednesday, 20 November
Time: 10am – 11am
Location: Waverley Country Club, 60 Bergins Rd Rowville

Execute your plan with confidence. This is your chance to ask all your burning questions, get expert advice and ensure your retirement plan is fit for purpose. Don’t miss out! 

Register Here.

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